Jericho Capital Asset Management as of March 31, 2018
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 24 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| VMware | 12.1 | $221M | 1.8M | 121.27 | |
| Red Hat | 6.6 | $121M | 811k | 149.51 | |
| Marvell Technology Group | 6.3 | $115M | 5.5M | 21.00 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 6.2 | $114M | 6.8M | 16.62 | |
| 5.8 | $107M | 3.7M | 29.01 | ||
| Ilg | 5.0 | $91M | 2.9M | 31.11 | |
| Palo Alto Networks (PANW) | 4.9 | $90M | 497k | 181.52 | |
| Groupon | 4.5 | $82M | 19M | 4.34 | |
| Booking Holdings (BKNG) | 4.3 | $79M | 38k | 2080.39 | |
| Paypal Holdings (PYPL) | 4.3 | $78M | 1.0M | 75.87 | |
| Stamps | 4.1 | $75M | 373k | 201.05 | |
| Tableau Software Inc Cl A | 4.1 | $75M | 925k | 80.82 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 3.7 | $68M | 1.8M | 38.32 | |
| Ellie Mae | 3.6 | $67M | 725k | 91.94 | |
| Match | 3.4 | $62M | 1.4M | 44.44 | |
| Netflix (NFLX) | 3.3 | $61M | 205k | 295.35 | |
| Mellanox Technologies | 2.8 | $52M | 708k | 72.85 | |
| Nuance Communications | 2.8 | $51M | 3.2M | 15.75 | |
| Micron Technology (MU) | 2.7 | $49M | 931k | 52.14 | |
| New Oriental Education & Tech | 2.6 | $47M | 535k | 87.65 | |
| Momo | 2.1 | $39M | 1.0M | 37.38 | |
| Bilibili Ads (BILI) | 2.0 | $36M | 3.3M | 11.00 | |
| 58 Com Inc spon adr rep a | 1.6 | $29M | 365k | 79.86 | |
| Zendesk | 1.1 | $19M | 401k | 47.87 |
